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Description
It's time to eliminate paper files and the associated storage costs. Thomson Reuters GoFileRoom is an electronic document management system hosted in the cloud, specifically tailored for tax and accounting professionals. This software is equipped with a comprehensive set of features that allow your firm to access document storage anytime, anywhere. Staff members can effortlessly link client documents to their workflows as they upload files into the web-based DMS. By doing so, you can simplify your operations and work towards achieving a completely paperless environment. Additionally, GoFileRoom can be integrated with other software solutions, further enhancing efficiency and savings. The platform allows you to utilize highlighted text from any application to search for documents and workflows, or you can easily find documents through keywords or saved search options. Accessing GoFileRoom online ensures that you’re always working with the most current version of the software. This transition not only cuts costs by removing the need for paper files, storage fees, postage, and manual tasks, but also promotes a more organized workflow. Furthermore, you can create adaptable document retention policies that align with your business needs while accommodating exceptions when required for flexibility. This ensures your firm can navigate regulatory requirements without sacrificing efficiency.
Description
Pocket Scanner transforms your iPhone or iPad into a convenient and portable document scanning tool that streamlines document organization. This app enables you to create JPEG scans, annotate photos with captions, and convert a variety of materials—including documents, notes, whiteboards, and receipts—into multi-page PDFs. As a reliable and professional scanning solution, Pocket Scanner enhances your ability to view, edit, and manage documents seamlessly. By using this app, you can reduce the burden of carrying physical paperwork and alleviate the anxiety associated with misplaced documents. The tool offers efficient project management for scanning various themes and materials, making it versatile for any user. With advanced image processing features, you can easily crop, adjust brightness, rotate images, and modify colors as needed. Additionally, you can upload, view, and manage files straight from your web browser, making accessibility easier than ever. You also have the option to share file links through email or social media, and even send download links with password protection for added security. Background file transfers further enhance the user experience, allowing you to multitask without interruption.
API Access
Has API
API Access
Has API
Integrations
Adobe Acrobat
Axis LMS
Box
GoSystem Tax RS
Google Drive
Microsoft Excel
Microsoft OneDrive
Microsoft Power Automate
Nekton.ai
Stackreaction
Integrations
Adobe Acrobat
Axis LMS
Box
GoSystem Tax RS
Google Drive
Microsoft Excel
Microsoft OneDrive
Microsoft Power Automate
Nekton.ai
Stackreaction
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Thomson Reuters
Founded
2008
Country
Canada
Website
tax.thomsonreuters.com/us/en/cs-professional-suite/gofileroom
Vendor Details
Company Name
Kdan Mobile
Founded
2009
Country
United States
Website
www.kdanmobile.com/pocket-scanner
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
